Byron Dieter
Partner at Bessemer Venture Partners and noted software/AI investor; discusses software market dynamics, AI-native companies, and investment outlooks in the episode.
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Jan 23, 2026 • 41min
SOTS 2nd Hour: Intel Slumps, Software Scrutiny, & Winter Weather Market Impacts 1/23/26
Byron Dieter, Bessemer Ventures partner and veteran tech investor, highlights how AI reshapes software and fuels M&A. Jeremy Siegel, Wharton professor emeritus and WisdomTree economist, offers a long‑term market and interest‑rate perspective. They dive into Intel's post‑results slump, software sector scrutiny, AI’s impact on vertical software, and how an East Coast winter storm could ripple through energy and travel.
Feb 12, 2026 • 37min
SOTS 2nd Hour: The State of 'Truflation', AI Private Credit Check, & Is Software Oversold Here? 2/12/26
Johnny Fine, Goldman Sachs head of investment grade credit who advises corporates on bond markets, and Byron Dieter, Bessemer partner and AI-focused software investor, join the conversation. They tackle the rise of alternative inflation measures, how hyperscalers may finance massive AI buildouts, and whether software valuations have been oversold. Expect debate on private credit risks, long-tenor corporate debt, and which software models can survive the shakeout.
